Advisor Os, LLC Schwab Strategic Tr Us Small C Transaction History

Advisor Os, LLC

  • $844 Million
  • Q4 2024

A detailed history of Advisor Os, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Advisor Os, LLC holds 46,326 shares of SCHA stock, worth $1.23 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
46,326
Previous 22,199 108.69%
Holding current value
$1.23 Million
Previous $1.14 Million 4.72%
% of portfolio
0.14%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$25.33 - $51.16 $611,136 - $1.23 Million
24,127 Added 108.69%
46,326 $1.2 Million
Q3 2024

Nov 04, 2024
BUY
$46.9 - $51.96 $2,016 - $2,234
43 Added 0.19%
22,199 $1.14 Million
Q2 2024

Aug 05, 2024
BUY
$45.24 - $49.04 $588 - $637
13 Added 0.06%
22,156 $1.05 Million
Q1 2024

May 08, 2024
BUY
$44.84 - $49.24 $27,038 - $29,691
603 Added 2.8%
22,143 $1.09 Million
Q4 2023

Feb 07, 2024
SELL
$38.13 - $48.02 $648 - $816
-17 Reduced 0.08%
21,540 $1.02 Million
Q3 2023

Nov 02, 2023
BUY
$40.85 - $46.1 $14,420 - $16,273
353 Added 1.66%
21,557 $892,000
Q2 2023

Aug 08, 2023
BUY
$39.91 - $43.82 $320,876 - $352,312
8,040 Added 61.08%
21,204 $928,000
Q4 2022

Jan 31, 2023
SELL
$38.25 - $43.54 $3,672 - $4,179
-96 Reduced 0.72%
13,164 $533,000
Q2 2022

Aug 02, 2022
BUY
$37.88 - $48.01 $378 - $480
10 Added 0.08%
13,260 $517,000
Q1 2022

May 11, 2022
BUY
$44.42 - $51.73 $296,681 - $345,504
6,679 Added 101.64%
13,250 $627,000
Q4 2021

Feb 04, 2022
SELL
$48.64 - $55.07 $48 - $55
-1 Reduced 0.02%
6,571 $673,000
Q1 2021

May 13, 2021
SELL
$43.89 - $52.63 $577,548 - $692,558
-13,159 Reduced 66.69%
6,572 $655,000
Q4 2020

Feb 10, 2021
BUY
$34.66 - $45.17 $683,876 - $891,249
19,731 New
19,731 $1.47 Million

Others Institutions Holding SCHA

# of Institutions
1,185
Shares Held
202M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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